401(k) · DOL Form 5500 · 2023
Bolton & Menk, Inc. 401(k) Plan
Data updated 2026-08-11
- $131M
- Total assets
- 831
- Participants
- 93rd
- Percentile by assets
- $157,184
- Avg per participant
Official DOL plan name: Bolton & Menk, Inc. 401(k) Plan · Sponsored by Bolton & Menk, Inc. · Minnesota · Professional & Technical Services
$131M in assets, 831 participants
Bolton & Menk, Inc.'s Bolton & Menk, Inc. 401(k) Plan reported $131M in total assets and 831 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 93rd percentile by assets (of 127,072 plans)
- #19,124 in Professional & Technical Services (20,321 peers)
Where Bolton & Menk, Inc. 401(k) Plan sits by assets
Bolton & Menk, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $131M for 831 participants (~$157,184/participant), up 25.3% in 2023.
- $131M
- total plan assets (2023 EOY)
- 831
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $157,184
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bolton & Menk, Inc. 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- Bolton & Menk, Inc. 401(k) Plan end-of-year assets rose from $104M in the plan year 2022 filing to $131M in the plan year 2023 filing.
- Bolton & Menk, Inc. 401(k) Plan reported participants rose from 714 in the plan year 2022 filing to 831 in the plan year 2023 filing.
Bolton & Menk, Inc. 401(k) Plan vs the 2023 asset distribution
By assets, Bolton & Menk, Inc. 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $131M |
| Net Income | $25M |
| Employer EIN | 410832249 |
| Plan Effective Date | 1988-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bolton & Menk, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,411 | $162M |
| 2023 | 2 | 1,638 | $191M |
| 2024 | 2 | 1,875 | $233M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Bolton & Menk, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Bolton & Menk, Inc. 401(k) Plan by total assets, not by location.
- Ust Global Inc 401(k) Plan (CA) $131M · 2,852
- Ahf Savings and Investment Plan (CA) $131M · 2,650
- Smx 401(k) Plan (MD) $131M · 1,347
- Drivetime 401(k) Plan (AZ) $131M · 4,302
Frequently Asked Questions
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How have Bolton & Menk, Inc. plan assets changed over time? ▼
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Next read for Bolton & Menk, Inc. 401(k) Plan
Scale reading
Ways to act on Bolton & Menk, Inc. 401(k) Plan's numbers.
- By total assets, Bolton & Menk, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
- Bolton & Menk, Inc.'s sponsor-wide assets have grown 43.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans